Set up an automation

4 steps · 3 min read

1. 1

   Open the Automations tab at the top of a base and click “+ Create automation”.

2. 2

   Choose a trigger (record created, or record matches conditions) and the table.

3. 3

   Choose an action: update a field on the record, or send a notification. Use {Field name} in messages.

4. 4

   Switch it On. Runs appear in the run history with time and result.